The Transatlantic Tax & Estate Planning Forum - 3rd Annual

Daniel has gained extensive experience in providing US and UK personal tax compliance and advisory services, on a wide range of private client tax issues.

Daniel’s specialist focus is providing advice to individuals working in partnerships in the investment and alternative asset management industries, as well as providing advice on personal tax issues for expatriate employees. Daniel is a qualified Chartered Tax Adviser (CTA) and an Enrolled Agent (EA), enrolled to practice before the Internal Revenue Service in the US. He holds a Bachelor of Science (BSc) in Economics from University of Reading.

Awards and industry accolades:

• Gold Award – Accountant of the Year - Manager 5-10 years, Citywealth Future Leaders Award 2020

• Shortlisted – Mentor of the Year, Citywealth Future Leaders Award 2020

• Citywealth Future Leaders Top 100: 2020

• Citywealth Leaders List for 2023/24

• Citywealth NextGen Top 40 Under 40 2023

• Top recommended - Spear’s Magazine’s Tax & Trust Advisors Index 2023

Siena Gold advises individuals and the family offices, trustees and financial institutions representing them on personal asset holding structures, cross-border tax, succession planning, family governance, and philanthropy.

She has considerable experience assisting internationally mobile individuals on the tax, succession and practical consequences of various personal structures, with a particular specialism in offshore trusts and the arrangements of entrepreneurs.

Siena frequently advises on pre-UK arrival planning and provides ongoing advice to non-domiciled individuals on their international arrangements.

She is also particularly interested in potentially contentious situations and tax investigations, regulatory and transparency issues.

Having recently spent four months living in Beirut learning Arabic, she also enjoys matters with a Middle Eastern connection.

Andrea began her career in 2005 with a well-known Washington DC based international tax and global wealth management firm. There she provided advisory services to US expatriates abroad and foreign nationals living in the US. Over the years, Andrea has gained considerable experience advising high net worth individuals with multi-jurisdictional financial interests to design and implement strategies for tax-efficient and risk-managed asset growth. Andrea regularly writes articles in various expat magazines and is periodically asked for press comment on US expat financial planning topics. Additionally, she has written numerous whitepapers regarding fundamental financial planning and investment strategies for US connected individuals and has previously been a speaker at both The World Bank and IMF.

Andrea moved to London in 2013 and joined MASECO in 2014. At MASECO, Andrea is focused on enhancing the delivery of high-quality wealth planning advice to MASECO’s Private Wealth Clients and helping all client facing staff stay trained on up to date regulatory and legislative issues facing US families living in the UK. She enjoys helping clients feel more in control of their personal finances and helping them to actualise a financial strategy that addresses their personal values, goals and vision.

In 2018, Andrea was recognised by Professional Advisers in the inaugural Women in Financial Advice Awards, winning the category 'Woman of the Year - In-house Adviser Support'. In 2020, Andrea was featured as a ‘Distinguished Individual’ in The Spear’s 500 publication which is a guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals

Frederick is a partner at London private client law firm Payne Hicks Beach. He advises a broad range of UK and international clients on personal tax and trust issues. His practice is focused on advising entrepreneurial, business families on long term structuring and succession planning (often through the use of trusts). A number of Frederick’s clients are UK resident non-domiciliaries, who he advises on UK tax, residence and asset structuring (including ‘pre-arrival planning’). Frederick’s offshore work has a particular focus on Scandinavia but he also advises clients from a number of other jurisdictions most notably those with a US connection. Consequently Frederick is used to working with advisors in multiple jurisdictions to coordinate consolidated advice for clients with international connections.

Stanley A. Barg, JD, LLM (Taxation), TEP, is a partner in the New York office of Kozusko Harris Duncan, where he practices tax law and estate planning, with a particular emphasis on planning for international families. He advises clients on matters pertaining to US income, estate and gift taxation, the establishment and maintenance of trusts, the structure of investments in the United States by non-US persons, expatriation from the US and related matters. Stan is a member of STEP’s Worldwide Council and is the former Chairman of STEP USA. He is also a Member of the American Bar Association, the International Bar Association, and the International Tax Planning Association. Stan is admitted to practice in New York, the District of Columbia and Pennsylvania, and is also qualified by the Israel Bar Association as a member licensed to practice in Israel as a foreign lawyer. Stan writes and speaks frequently in both national and international forums.

Chris has practised US tax law in London since graduating law school in 2007. Throughout his career, Chris has represented high net worth families and their advisors on US federal income, estate and gift tax issues. He has significant experience in integrated US/UK estate and tax planning.

Chris has extensive experience advising on the relinquishment of US citizenship (and the abandonment of green cards). He has written frequently about this issue and has been featured in the Wall Street Journal, the Telegraph, CNN Money, CNBC and other publications.

In addition, Chris advises non-compliant US taxpayers, whether they are on the receiving end of an IRS notice or seeking to become compliant through an amnesty program such as the IRS Streamlined Procedures or voluntary disclosure program.

Joe Crome, CAP®, leads the American Donor Fund team, delivering a market leading philanthropy service for dual US/UK taxpayers.

In his dual role, Joe also leads CAF’s Business Development team, to drive growth and accelerate business development activities across our Giving and Impact Services.

Joe’s expertise specialises in charitable grant-making regulations in the UK and US, donating complex assets, philanthropy advice for individuals and families, and anti-money laundering and related due diligence pertaining to charitable donations.

Joe has completed the Chartered Advisor in Philanthropy designation with the American College of Financial Services, the only adviser working in the UK to have done so.

John Bull is a Chartered Tax Advisor and joined Blick Rothenberg in August 2016. Just two years later he was promoted to partner. John has over 13 years’ experience as a personal tax advisor, specialising in advising private clients on their US/UK personal tax issues.

Emma is a Partner in Forsters Private Client team. She advises both UK and international individuals in relation to a broad range of personal taxation and estate planning matters.

Emma has extensive experience of advising on complex cross-border estate planning matters concerning high net worth families. She also advises clients on the creation and use of trusts as a means of succession planning and preserving family wealth, including advising non-UK domiciled clients on the creation of excluded property trusts to shelter assets from UK inheritance tax.

Her work for international clients includes providing advice in relation to the UK rules on residence and domicile, and the remittance basis of taxation. She also advises clients on the tax implications of acquiring UK property and the structuring options available.

Emma has particular experience in tax and estate planning for clients with US connections, and she is widely regarded as a specialist in this field.

Matthew specialises in multi-jurisdictional wealth structuring, international tax and trusts, cross-border philanthropy and worldwide estate planning for high & ultra-high-net-worth individuals and their families.

He has worked at leading global law firms and spent time in top-ranked London and regional private wealth teams managing the full spectrum of private client matters, from the preparation of tax-efficient wills, family trusts and powers of attorney to cross-border probates and the administration of high-value and complex estates.

He focuses on assisting the internationally mobile, including non-UK domiciled individuals moving to the UK who require pre-arrival tax planning, and clients departing the UK who would like to plan for their exit. He also advises owner-managed and family-owned businesses on issues of tax, succession, control, governance and capacity.

He particularly enjoys helping clients achieve their philanthropic goals and assist with the creation, registration and running of charitable vehicles, including trusts and charitable incorporated organisations. He also acts as a charity trustee.

Matthew Sperry is an international private client attorney whose practice is devoted to making it easier for global ultra-high-net-worth individuals and families to access the United States, whether it be for investment, spending time in the US or utilizing US trust and other structures to advance personal goals or otherwise. He believes in using state-of-the-art trust, corporate, family office, fund and other US legal concepts to develop simple but effective wealth succession and family governance structures that minimize global tax and reporting burdens, foster privacy, protect personal wealth and advance family harmony, leaving his clients to focus on enjoying their hard earned wealth. Matthew's client base includes individuals and families in Asia, Latin America, the Middle East, Africa, Europe and Canada.

Jaime is a partner in the private client and tax team.

She advises on US and international tax and estate planning, particularly for families and trusts with US/UK cross-border concerns.

Jaime devotes a large part of her practice to advising individuals and families in relation to their philanthropic goals and charitable structuring for both individuals and non-profit organisations. She has extensive experience with the establishment and operation of US charitable vehicles, including those that form part of dual qualified charitable structures, which attract tax-efficient contributions from US persons outside the US. She also advises non-US charities in relation to US investments and fundraising.

Jaime frequently works with individuals seeking to renounce US citizenship or abandon long-term permanent residence in the US. She provides US tax compliance advice to individuals and assists them through the relevant IRS disclosure procedures, when necessary. In addition, she advises both individuals and entities on their FATCA obligations.

Kevin Brown, EA, TEP, is a Partner within the Firm’s Private Client Group. He specializes in assisting individuals, families, investors, and businesses, particularly from the UK and Europe, navigate the complex world of US federal, state, and local taxation. Kevin works closely with owners of businesses to help strategize and plan succession, funding, and exits to support and maximize his clients’ financial situation.

Kevin acts as a trusted advisor to his clients and their businesses across a broad range of industries, with a particular focus on Technology, Entertainment, Creative Media, and Professional Services. Kevin specifically helps clients with US in-bound tax planning at the shareholder and business level to maximize any available tax savings that can be taken advantage of as well as working extensively on Qualified Small Business Stock exemptions and Trust and Estate Tax planning to protect familial generational wealth.

Kevin is a key contributor to the UK and US transatlantic network both in London and New York and has provided his extensive experience and insight to the Finding Your Way, Trade and Investment Guide to the U.S. supported by the U.K. and U.S. trade departments.

Prior to joining Anchin, Kevin spent 13 years in London and 4 years in New York with a boutique US tax practice before leading a Top 10 CPA firms New York tax practice for the next 6 plus years.

Having qualified as a chartered accountant with KPMG, I subsequently spent the first 15 years of my trust career at Rawlinson & Hunter in Jersey, as a Director and latterly as a Partner. Academic and professional development is important to me and I hold a BSc Hons in International Management and French, as well as FCA, STEP, and Advanced certificates in UK tax for international clients and family business advising.

I have been recognised over the years with recommendations in a number of industry publications, including being named in the eprivateclient Top 35 Under 35 list in both 2013 and 2015, as well as being listed in Who’s Who Legal Private Client guide in 2018, 2020 and 2021.

Alexis specialises in providing advice to UK and international individuals, family offices and trustees on wealth structuring, estate planning and complex inheritance tax, income tax and capital gains tax planning.

Alexis understands the complications that almost inevitably arise when wealth crosses borders, particularly in the current political landscape of increasing transparency. Although Alexis enjoys navigating the nitty-gritty aspects of tax and succession law, she appreciates that many clients do not. Therefore she considers it a crucial part of her job to distil these complicated areas of law into straightforward, pragmatic advice.

Alexis recognises that clients with international wealth often require a collaborative team of professionals in multiple jurisdictions. Alexis has built up significant experience in acting for high net worth individuals and families, often alongside other advisers with whom she has developed strong working relationships. She understands the importance of managing the lines of communication between advisers to ensure that it is constructive and solution-focused.

Alexis works closely with colleagues from other areas of the firm, such as family or IP, when her clients need broader advice.

Dominic is based in London and works in coordination with the Saffery teams internationally. 

With experience in senior management and fiduciary roles, as well as relationship and project management, Dominic supports wealthy individuals and their families in the long term.

Dominic’s expertise in wealth planning and structuring is often connected to the United States and includes liquidity events and international investment governance.  In addition to supporting interests based in traditional assets, Dominic frequently works with non-standard (including digital) assets.

Dominic has a legal and fiduciary background and is a full member of the Society of Trust and Estate Practitioners (STEP) as well as an Accredited Certified Exit Planning Advisor (CEPA) in the United States. He holds a Masters Degree (LLM) in International Business Law and other legal qualifications focused on trusts and investment governance internationally.

Suzanne is a US/international private client and philanthropy lawyer based in London. She is admitted to practice law in the State of New York. She is a member of the Society of Trusts and Estates Practitioners, the International Bar Association, the New York State Bar Association, the American Bar Association, Philanthropy Impact and the Council on Foundations.

Sam is a leading lawyer in international, complex and high-value divorce and family law cases. He is recognised across the private wealth industries as a leader in his field.

Sam is instructed by individuals, families, and trustees across the world to address issues arising from divorce, and to assist in the preparation of pre- and post-nuptial agreements. He also has extensive expertise in complex parental disputes, with a particular emphasis on international relocation.

His clients range from the sports and entertainment industries to the City and international community, with a particular emphasis on the US, South America, Russia and the Middle East.

Sam is known for his complete discretion, commercial advice and ability to achieve swift, best-outcome solutions for his clients. He also has extensive experience in ‘private court’ based arbitration for family disputes.

Jessica provides specialist UK immigration and nationality advice to a range of clients including high-net-worth individuals and corporates.

For private clients, Jessica regularly advises on the Investor, Innovator and Global Talent categories. She also advises on complex family and personal matters involving relocation to the UK, Indefinite Leave to Remain (also known as Permanent Residence or Settlement) and British citizenship. For EEA nationals, this involves advising on the EU Settlement Scheme and their UK immigration permission post-Brexit.

For corporates, Jessica supports them through the sponsor licence process and subsequent sponsorship of skilled workers. she also advises UK businesses to ensure that they are compliant with their sponsor licence duties and responsibilities and the law in relation to the prevention of illegal working.

Jane Keir is a partner in the family and divorce team. Described as a "class act" by her peers and colleagues alike, she is  "absolutely dedicated to getting the job done for her clients many of whom are high profile or international".

Jane acts for equal numbers of men and women and many of her clients come from across the country and abroad, as well as London.  Much of her work involves an international element and she enjoys working with other lawyers, accountants, actuaries, financial advisers, wealth managers and investigators in order to provide a thorough and comprehensive service to her clients. In addition, she has immediate recourse to all the other leading teams at Kingsley Napley LLP, including Private Client, Immigration and Real Estate.

Brad is an experienced US international tax, trusts and estates lawyer.  He has practiced in London since 2006 and primarily represents high net worth individuals and families who have connections to the United States.  His client base spans the United States, the United Kingdom, Continental Europe, the Middle East and Asia.  He is a frequent presenter and regularly works with non-US lawyers and other professionals on cross-border and multijurisdictional tax, trust and estate planning matters. His practice predominately focuses on international wealth transfer planning and structuring, tax controversy, compliance and penalty mitigation and tax related issues that stem from these areas. 

Elizabeth Kubanik is a European Counsel in Sullivan & Cromwell’s London office and has been a member of the Estates and Personal Group since 2011. Elizabeth has worked from the London office since September 2019; previously she was based in the New York office. She has participated in the representation of U.S. and international families and fiduciaries with respect to a broad range of tax and planning issues, including extensive advice with respect to trust and family business planning and charitable planning.

Elizabeth is a member of the New York State Bar Association.

Elizabeth is a co-author of the chapter on United States law in The Private Wealth and Client Review, Second to Sixth Editions and the article entitled “Planning for Changes of Domicile, Residence, Citizenship and Nationality: The United States Perspective” published in the September 2012 edition of Trusts & Trustees.

Swaati is Head of Wealth Planning and a Senior Wealth Planner at LGT Wealth Management US Ltd. She has worked in the financial industry for over 15 years. Before joining LGT in December 2019, Swaati worked as a Senior Financial planner for Saunderson House, where she joined as part of their graduate scheme in 2007. Swaati has experience advising high and ultra-high net worth individuals and families providing specialist advice across all areas of wealth planning, including pension advice, wealth structuring, retirement income funding and intergenerational wealth planning. Swaati and the wealth planning team specialize in assisting our US connected clients with the additional cross-border planning complexities they face. In her leisure, Swaati enjoys travelling, Pilates, reading and spending time with her family.

Oliver has been a partner at EY for over 12 years. Based in Sydney, Australia, from 2008 to 2018, he is now based in London, England. He currently has three senior global leadership roles at EY:

• He is the Global Markets Leader for EY’s Strategy and Transactions (SaT) service line, responsible for the development of SaT’s go-to-market approach and exceptional client service to clients across all sectors and geographies.
• He is SaT’s Global Sustainability leader, responsible for the ongoing development of EY’s strategy and transactions services that assist clients in setting and meeting their sustainability objectives.
• He leads EY’s specialist geopolitical advisory team, the Geostrategic Business Group, which assists clients in understanding the business implications of the ongoing geopolitical disruption in the world today.

Oliver spent the first stage of his professional career as a public servant in the UK Government. During that time, Oliver gained extensive experience at the very highest level of Government, serving for over three years as a policy advisor in the Prime Minister’s office in 10 Downing Street, as well as Senior Civil Service posts in Her Majesty’s Treasury and in the UK Department of Transport, where he was appointed as Head of Strategy. Oliver started his public service career in international trade roles in the (then) UK Department of Trade and Industry.

Kristin joined London & Capital as Head of Relationship Management; responsible for building and maintaining strong relationships with clients and intermediaries, as well as enhancing the firm's capabilities and thought leadership. She derives her passion and purpose from bringing people together to foster meaningful connections.

Over the last 24 years, Kristin has built an impressive background in wealth management, commercial banking, global treasury management and international banking, working with some of the most successful executives, business owners and influential families across Silicon Valley, the Rocky Mountain Region and across the US.

Prior to joining London & Capital, Kristin led the Private Bank for JP Morgan in Utah and Idaho and was actively involved in the business community, with seats on the World Trade Center Board and Women's Leadership Institute

Liz Palmer provides clients with comprehensive, commercial, and tax-driven private wealth planning advice to achieve succession without dispute. She leads the Private Wealth sector and Private Client and Family teams.

Liz advises wealthy families, entrepreneurs, and property investors on inheritance tax mitigation and the effective devolution of family wealth. She has particular expertise acting for non-UK resident/domiciled individuals and specialises in the creation of off shore trusts and complex asset structuring for high-net-worth individuals.

Her practice regularly involves cross-border succession planning for international clients who have personal and business assets all over the world. Her expertise extends to dealing with complexities of digital estates.

Liz deals with all forms of inheritance tax and capital gains tax planning and also advises on wills and estate planning particularly for clients with interests and connections with the US.She has significant experience advising clients about succession, protection of  family businesses and devising family governance. Liz is a solicitor and chartered tax adviser (member of Chartered Institute of Taxation).

Richard advises on all aspects of estate planning and personal taxation and focuses on cross-border tax advice. Many of his clients are individuals with a presence in multiple jurisdictions, and who originate from jurisdictions in Europe, North America and the Middle East.

Richard also advises on the establishment and management of international asset-holding structures, focusing both on international taxation and asset protection. He has extensive experience in planning for international families, entrepreneurs, finance professionals, and regularly advises clients in relation to complex HMRC enquiries and disputes relating to tax or succession matters.

Richard advises individuals, trustees, family offices and investment managers in relation to the tax treatment of complex structures and investment products, and has advised a number of banks and investment managers on the structuring of their investment platforms and the selection of appropriate investments for non-UK domiciled clients.

He spent six months in New York on secondment to a leading New York law firm, where he worked alongside US lawyers, gaining an understanding of US tax, trust and estate planning that assists him in advising US clients who are resident in the UK or own UK assets.

Richard is a regular speaker at wealth planning seminars and events and has written for Trusts & Trustees.